Stifel Financial
HTAB icon

Stifel Financial’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Stifel Financial’s Portfolio HTAB Stock Details HTAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$793K Buy
41,743
+1,257
+3% +$24.2K ﹤0.01% 2584
2025
Q4 		$775K Sell
40,486
-3,675
-8% -$70.8K ﹤0.01% 2597
2025
Q3 		$845K Sell
44,161
-881,989
-95% -$16.5M ﹤0.01% 2498
2025
Q2 		$17.3M Buy
926,150
+882,182
+2,006% +$16.6M 0.02% 655
2025
Q1 		$843K Buy
43,968
+11,232
+34% +$217K ﹤0.01% 2343
2024
Q4 		$634K Sell
32,736
-436
-1% -$8.55K ﹤0.01% 2539
2024
Q3 		$657K Buy
33,172
+656
+2% +$12.9K ﹤0.01% 2496
2024
Q2 		$628K Buy
32,516
+1,186
+4% +$22.9K ﹤0.01% 2474
2024
Q1 		$613K Buy
31,330
+5,403
+21% +$106K ﹤0.01% 2490
2023
Q4 		$512K Buy
25,927
+4,023
+18% +$75.3K ﹤0.01% 2542
2023
Q3 		$400K Buy
21,904
+8,653
+65% +$165K ﹤0.01% 2620
2023
Q2 		$258K Buy
+13,251
New +$259K ﹤0.01% 2921

Other funds holding HTAB

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $275M AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return